Smarter Week

AI and automation by role

How Chiefs of Staff can use AI and automation

Below are 16 common tasks for Chiefs of Staff, most common first. For each one you get the best fix (AI, automation, a feature in software you already have, or a simpler process), the steps to set it up and, for AI fixes, a prompt to copy.

Also called: CoS, Chief of Staff, Executive Business Partner, Strategy and Operations Lead, BizOps Lead, Head of Business Operations

Find your own hour leaks, free See the fixes

Task 1 · typically 60 min, every day

Coordinate cross-team projects and keep owners on track

AutomationBest fix

Make the project tool chase updates and summarize them for you

Asana, Jira, Linear, Monday and ClickUp can ask owners for a status on a schedule and use built-in AI to summarize progress, so you stop chasing people one by one.

Typically saves about 50% of the time2 h to set up
  1. 1Make sure each project lives in one tool with a named owner and a due date.
  2. 2Turn on scheduled status updates or reminders for owners (Asana status updates, Linear project updates, Jira automation, Monday automations).
  3. 3Use the tool's AI (Asana AI, Atlassian Rovo, Linear, Monday AI, ClickUp Brain) to summarize status across projects every Friday.
  4. 4Read the summary and only follow up on items that are red or missing.

Tools: Asana · Jira with Atlassian Rovo · Linear · Monday.com · ClickUp

One more way to fix it
Process fix

Keep one list of delegated actions, each with an owner and date

Follow-up time drops when every delegated item lives in one place that the owner updates, and you review it at a set time instead of asking around.

Typically saves about 30% of the time30 min to set up
  1. 1Create one list or board: action, owner, due date, status.
  2. 2Every time you delegate something in a meeting or message, add it before you move on (or let your AI notetaker add action items).
  3. 3Ask owners to update status themselves.
  4. 4Review the list once a week, or in each 1:1, and close or re-date items.

Tools: Asana, Linear, Jira, Monday, Todoist or Microsoft Planner

How to automate this task

Task 2 · typically 20 min, every day

Chase teams for project updates

AutomationBest fix

Make the project tool chase updates and summarize them for you

Asana, Jira, Linear, Monday and ClickUp can ask owners for a status on a schedule and use built-in AI to summarize progress, so you stop chasing people one by one.

Typically saves about 50% of the time2 h to set up
  1. 1Make sure each project lives in one tool with a named owner and a due date.
  2. 2Turn on scheduled status updates or reminders for owners (Asana status updates, Linear project updates, Jira automation, Monday automations).
  3. 3Use the tool's AI (Asana AI, Atlassian Rovo, Linear, Monday AI, ClickUp Brain) to summarize status across projects every Friday.
  4. 4Read the summary and only follow up on items that are red or missing.

Tools: Asana · Jira with Atlassian Rovo · Linear · Monday.com · ClickUp

One more way to fix it
Process fix

Replace the status meeting with a written update

Everyone posts three lines in a shared thread before a set time; you only meet when something is blocked.

Typically saves about 60% of the time15 min to set up
  1. 1Agree a format: done, next, blocked.
  2. 2Create a channel or a thread that repeats every week.
  3. 3Ask everyone to post by a set time; the lead reads them and replies to the blockers.
  4. 4Keep a shorter meeting only for the blockers, or cancel it outright.

Tools: Slack, Teams or email

How to automate this task

Task 3 · typically 60 min, once a week

Build the agenda and pre-reads for the leadership meeting

Process fixBest fix

Use a standing agenda with pre-reads due two days before

A fixed agenda template with written pre-reads lets the leadership meeting spend its time deciding instead of presenting.

Typically saves about 35% of the time30 min to set up
  1. 1Create a template: metrics review (10 min), decisions (most of the time), FYIs (written only).
  2. 2Set a rule: topics and pre-reads due 48 hours before, or they wait a week.
  3. 3Ask each owner to state the decision they need at the top of their pre-read.
  4. 4Use an AI brief to summarize the pre-reads for anyone short on time.

Tools: Notion, Confluence, Google Docs or Fellow

One more way to fix it
AI

Get a one-page AI brief before each important meeting

Instead of reading every thread and doc, have AI pull out what was decided, what is open and what you are being asked for.

Typically saves about 50% of the time5 min to set up
  1. 1Collect the invite, linked docs and the last few email or chat threads, or use Copilot, Gemini or Glean which can read them for you.
  2. 2Paste or point the AI at them with the prompt below.
  3. 3Read the brief, then open only the sources it flags as important.
  4. 4Save the brief in the meeting notes so others can use it.
Prompt to copy
I have a meeting about [TOPIC] with [WHO] in [TIME]. From the material below, give me a one-page brief: 1) the purpose of the meeting in one line, 2) what has already been decided, 3) the open questions, 4) what I am being asked to decide or provide, 5) any risks or disagreements between people. Quote numbers exactly and say which document each point came from. Do not invent anything.

[PASTE INVITE, DOCS AND THREADS]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Microsoft Copilot · Gemini in Google Workspace · Glean

How to automate this task

Task 4 · typically 480 min, once a month

Prep the board deck or quarterly business review

AIBest fix

Have AI draft the board pack narrative from your numbers and last deck

AI is good at turning metrics and notes into a consistent narrative in last quarter's format. You keep the judgment calls and the numbers checked.

Typically saves about 35% of the time30 min to set up
  1. 1Export the metrics for the period and gather each function's notes.
  2. 2Upload last quarter's deck so the AI matches structure and tone.
  3. 3Run the prompt below and review every number against the source.
  4. 4Use Copilot in PowerPoint, Gemini in Slides or Claude to turn the outline into slides, then fix the design by hand.
  5. 5Next quarter, keep the same prompt and inputs so it gets faster each time.
Prompt to copy
You are helping me prepare the [QUARTER] board pack for [COMPANY]. Attached: last quarter's deck (match its structure), this quarter's metrics, and notes from each team. Draft: 1) a one-page CEO letter (wins, misses, what we learned), 2) slide-by-slide text for each section of last deck, 3) a list of the three decisions or asks for the board, 4) questions the board is likely to ask, with suggested answers. Use only numbers from the attachments and mark anything uncertain with [CHECK].

[ATTACH LAST DECK, METRICS, TEAM NOTES]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Copilot in PowerPoint · Gemini in Google Slides

One more way to fix it
Automation

Build the report once so it refreshes itself

Connect the spreadsheet or dashboard straight to the source so next week's report is already done.

Typically saves about 80% of the time4 h to set up
  1. 1List where each number comes from.
  2. 2Use Power Query (Excel), a connected sheet, or a Google Data Studio or Power BI dashboard pulling from the source.
  3. 3Schedule the refresh and send the link instead of an attachment.

Tools: Excel Power Query · Power BI · Google Data Studio (formerly Looker Studio) · Google Sheets connectors

How to automate this task

Task 5 · typically 30 min, every day

Draft emails and messages on behalf of an executive

AIBest fix

Set up an AI project trained on the executive's voice for drafts

A Claude Project, ChatGPT Project, Gem or Copilot agent loaded with good past emails and a short style guide writes drafts that need far fewer edits.

Typically saves about 45% of the time45 min to set up
  1. 1Collect 15 to 20 emails and posts the executive is happy with, plus any phrases they never use.
  2. 2Create a Claude Project, ChatGPT Project, Gemini Gem or Copilot agent and add them as knowledge.
  3. 3Paste the instructions below as the project instructions.
  4. 4Draft from there and have the executive approve the first few until it is reliable.
Prompt to copy
You draft emails and messages for [EXECUTIVE NAME], [TITLE] at [COMPANY]. Match the voice in the attached examples: [3 WORDS THAT DESCRIBE THEIR STYLE]. Keep messages short and lead with the point. Never make commitments, give numbers, or agree to meetings that are not in my instructions. When I give you a request, reply with the draft only.

Tools: Claude Projects · ChatGPT Projects · Gemini Gems · Copilot agents

One more way to fix it
AI

Have AI draft replies to routine email

Paste the thread and a one-line instruction; edit the draft instead of writing from a blank page. Most routine replies take a minute instead of five.

Typically saves about 35% of the time5 min to set up
  1. 1Open the AI assistant your company allows (or the one built into Outlook or Gmail).
  2. 2Paste the email thread, or use the built-in "draft reply" button.
  3. 3Tell it the point you want to make in one line.
  4. 4Read the draft, fix anything wrong, and send.
Prompt to copy
Draft a reply to the email below. My point: [WHAT YOU WANT TO SAY IN ONE LINE]. Keep it under 120 words, friendly and direct, and match the tone of the sender. Do not invent facts or commitments.

Email:
[PASTE THE EMAIL]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Gmail "Help me write" or Outlook Copilot

How to automate this task

Task 6 · typically 60 min, once a week

Pull the numbers together for the weekly business review

AutomationBest fix

Build the report once so it refreshes itself

Connect the spreadsheet or dashboard straight to the source so next week's report is already done.

Typically saves about 80% of the time4 h to set up
  1. 1List where each number comes from.
  2. 2Use Power Query (Excel), a connected sheet, or a Google Data Studio or Power BI dashboard pulling from the source.
  3. 3Schedule the refresh and send the link instead of an attachment.

Tools: Excel Power Query · Power BI · Google Data Studio (formerly Looker Studio) · Google Sheets connectors

One more way to fix it
AI

Have AI write the commentary on this week's numbers

Once the numbers refresh themselves, AI can draft the "what changed and why" text that takes the most time, for you to correct and sharpen.

Typically saves about 40% of the time10 min to set up
  1. 1Export this week's and last week's metrics, or point Copilot in Excel or Gemini in Sheets at the report.
  2. 2Add any context you know (launches, outages, holidays).
  3. 3Run the prompt below and correct the explanations you know are wrong.
  4. 4Paste the commentary at the top of the report.
Prompt to copy
Here are this week's business metrics and last week's, plus context. Write the commentary for our weekly business review: 1) three headline points, 2) each metric that moved more than [THRESHOLD]% with a likely reason, marked [GUESS] if the context does not explain it, 3) what needs a decision or action. Keep it under 250 words. Do not invent reasons.

Metrics:
[PASTE]

Context:
[PASTE]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Copilot in Excel · Gemini in Google Sheets

How to automate this task

Task 7 · typically 20 min, every day

Read the docs and threads before each meeting

AIBest fix

Get a one-page AI brief before each important meeting

Instead of reading every thread and doc, have AI pull out what was decided, what is open and what you are being asked for.

Typically saves about 50% of the time5 min to set up
  1. 1Collect the invite, linked docs and the last few email or chat threads, or use Copilot, Gemini or Glean which can read them for you.
  2. 2Paste or point the AI at them with the prompt below.
  3. 3Read the brief, then open only the sources it flags as important.
  4. 4Save the brief in the meeting notes so others can use it.
Prompt to copy
I have a meeting about [TOPIC] with [WHO] in [TIME]. From the material below, give me a one-page brief: 1) the purpose of the meeting in one line, 2) what has already been decided, 3) the open questions, 4) what I am being asked to decide or provide, 5) any risks or disagreements between people. Quote numbers exactly and say which document each point came from. Do not invent anything.

[PASTE INVITE, DOCS AND THREADS]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Microsoft Copilot · Gemini in Google Workspace · Glean

One more way to fix it
Software feature

Ask your workspace AI instead of searching folders

Microsoft Copilot (formerly Microsoft Copilot), Gemini in Google Workspace, Glean, Notion AI and Slack AI can answer questions from your company's own files, chats and email.

Typically saves about 50% of the time10 min to set up
  1. 1Check whether your company already pays for Copilot, Gemini in Google Workspace, Glean, Notion AI or Slack AI.
  2. 2Ask it the question in plain words, e.g. "What did we quote Acme for the Q3 renewal?"
  3. 3Open the source it cites to confirm.
  4. 4If you have none of these, ask IT. It is often cheaper than the hours lost.

Tools: Microsoft Copilot · Gemini in Google Workspace · Glean · Notion AI · Slack AI

How to automate this task

Task 8 · typically 20 min, a few times a week

Take notes and send recaps after meetings

AIBest fix

Let an AI notetaker write the notes and the recap

A notetaker records the meeting, writes the summary and action items, and you send the recap in one click.

Typically saves about 75% of the time15 min to set up
  1. 1Check which notetaker your company allows: Copilot in Teams, Zoom AI Companion, Google Meet "Take notes for me", Otter, Fireflies or Granola.
  2. 2Turn it on for your recurring meetings and tell attendees it is on.
  3. 3After the meeting, review the action items and fix names or owners.
  4. 4Send the recap straight from the tool, or paste it into email or chat.

Tools: Copilot in Microsoft Teams · Zoom AI Companion · Google Meet "Take notes for me" · Otter, Fireflies or Granola

How to automate this task

Task 9 · typically 20 min, every day

Keep track of what I delegated and whether it got done

AIBest fix

Run a daily AI chief-of-staff brief across email, calendar and notes

Assistants connected to your email, calendar and documents can list what you promised, what you are waiting on and what today's meetings need, so fewer things slip.

Typically saves about 40% of the time20 min to set up
  1. 1Use an assistant that can connect to your work email and calendar with IT approval: Microsoft Copilot, Gemini in Google Workspace, Claude (connectors) or ChatGPT (plugins) for Gmail and Google Calendar or Outlook.
  2. 2Each morning, run the prompt below (save it as a reusable prompt or scheduled task if your tool supports it).
  3. 3Move the open loops into your task list or tracker.
  4. 4At the end of the week, ask for everything you delegated that has had no reply.
Prompt to copy
Act as my chief of staff. Look at my email and chat from the last [3] days, my calendar for today and tomorrow, and my meeting notes. Give me: 1) things I promised to do, with who and when, 2) things I delegated or asked for that have had no reply, 3) for each meeting today, one line on the purpose and what I need to bring or decide, 4) anything that looks urgent that I have not answered. Link to the source for each item. Do not send anything.

Tools: Microsoft Copilot · Gemini in Google Workspace · Claude with Gmail and Calendar connectors · ChatGPT with Gmail and Calendar plugins

One more way to fix it
Process fix

Keep one list of delegated actions, each with an owner and date

Follow-up time drops when every delegated item lives in one place that the owner updates, and you review it at a set time instead of asking around.

Typically saves about 30% of the time30 min to set up
  1. 1Create one list or board: action, owner, due date, status.
  2. 2Every time you delegate something in a meeting or message, add it before you move on (or let your AI notetaker add action items).
  3. 3Ask owners to update status themselves.
  4. 4Review the list once a week, or in each 1:1, and close or re-date items.

Tools: Asana, Linear, Jira, Monday, Todoist or Microsoft Planner

How to automate this task

Task 10 · typically 240 min, once a month

Set quarterly goals, budgets and plans

AIBest fix

Have AI turn last quarter's results and inputs into a draft plan

AI can make the first pass at goals, key results and risks from what you already have, so the planning session starts from a draft, not a whiteboard.

Typically saves about 30% of the time10 min to set up
  1. 1Gather last quarter's goals and results, company priorities, and each team's proposals.
  2. 2Run the prompt below.
  3. 3Use the draft as the pre-read for the planning meeting.
  4. 4Make the real trade-offs in the meeting; that part stays with you.
Prompt to copy
Using the inputs below, draft [TEAM]'s plan for [QUARTER]. Give 3 to 5 objectives, each with 2 to 3 measurable key results with a baseline and target, the main dependencies on other teams, the top risks, and what we are choosing not to do. Point out where the team proposals conflict with company priorities or with each other.

Company priorities:
[PASTE]

Last quarter's results:
[PASTE]

Team proposals:
[PASTE]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot

One more way to fix it
AI

Let AI build the formulas, pivots and summary

Copilot in Excel, Gemini in Sheets, or uploading the file to ChatGPT or Claude can build the pivot, the chart and the commentary in minutes.

Typically saves about 50% of the time10 min to set up
  1. 1Export or open the data.
  2. 2Ask Copilot in Excel or Gemini in Sheets, or upload the file to an approved AI assistant.
  3. 3Describe the report you want, including the breakdowns.
  4. 4Check the totals against the source before you share.
Prompt to copy
Here is [DESCRIBE THE DATA]. Build a summary that shows [THE NUMBERS YOUR MANAGER WANTS] by [BREAKDOWN], compared with [LAST PERIOD]. Give me the Excel formulas or pivot setup to reproduce it, and three sentences on what changed and why it matters.

Tools: Copilot in Excel · Gemini in Google Sheets · ChatGPT or Claude with file upload

How to automate this task

Task 11 · typically 90 min, once a month

Prepare all-hands talks and team announcements

AIBest fix

Start from an AI first draft, never a blank page

Give the AI your notes, the audience and an example you liked; you spend your time editing, which is faster and better.

Typically saves about 45% of the time5 min to set up
  1. 1Gather your notes, bullet points and a past document you liked.
  2. 2Tell the AI who it is for and what it must achieve.
  3. 3Ask for an outline first, adjust it, then ask for the full draft.
  4. 4Edit for facts and your voice.
Prompt to copy
You are helping me write a [TYPE OF DOCUMENT] for [AUDIENCE]. The goal is [WHAT IT MUST ACHIEVE]. Here are my notes: [PASTE]. Here is an example I like the style of: [PASTE]. First give me an outline. After I approve it, write the full draft. Don't invent facts; mark anything you are unsure of with [CHECK].

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot

One more way to fix it
Process fix

Use a standing agenda with pre-reads due two days before

A fixed agenda template with written pre-reads lets the leadership meeting spend its time deciding instead of presenting.

Typically saves about 35% of the time30 min to set up
  1. 1Create a template: metrics review (10 min), decisions (most of the time), FYIs (written only).
  2. 2Set a rule: topics and pre-reads due 48 hours before, or they wait a week.
  3. 3Ask each owner to state the decision they need at the top of their pre-read.
  4. 4Use an AI brief to summarize the pre-reads for anyone short on time.

Tools: Notion, Confluence, Google Docs or Fellow

How to automate this task

Task 12 · typically 120 min, once a month

Write strategy docs, memos and plans

AIBest fix

Start from an AI first draft, never a blank page

Give the AI your notes, the audience and an example you liked; you spend your time editing, which is faster and better.

Typically saves about 45% of the time5 min to set up
  1. 1Gather your notes, bullet points and a past document you liked.
  2. 2Tell the AI who it is for and what it must achieve.
  3. 3Ask for an outline first, adjust it, then ask for the full draft.
  4. 4Edit for facts and your voice.
Prompt to copy
You are helping me write a [TYPE OF DOCUMENT] for [AUDIENCE]. The goal is [WHAT IT MUST ACHIEVE]. Here are my notes: [PASTE]. Here is an example I like the style of: [PASTE]. First give me an outline. After I approve it, write the full draft. Don't invent facts; mark anything you are unsure of with [CHECK].

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot

One more way to fix it
AI

Ask for a one-page decision doc and have AI structure it

Decisions go faster when they arrive as a short written doc with options and a recommendation, instead of a meeting. AI can turn a messy thread into that format in minutes.

Typically saves about 40% of the time10 min to set up
  1. 1Ask whoever brings you a decision to use a one-page format: context, options, recommendation, risks, deadline.
  2. 2If it arrives as a thread or meeting notes, paste it into AI with the prompt below.
  3. 3Decide in writing on the doc. Meet only if the options are genuinely close.
  4. 4Keep the docs in one folder so the reasoning is easy to find later.
Prompt to copy
Turn the material below into a one-page decision doc. Sections: 1) the decision needed and by when, 2) context in three sentences, 3) two to four options with pros, cons, cost and risk for each, 4) the recommendation and why, 5) what we will watch to know if it was right. Flag any facts that are missing with [MISSING]. Do not invent numbers.

[PASTE THREAD, NOTES OR PROPOSAL]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot

How to automate this task

Task 13 · typically 10 min, every day

Find times and schedule meetings

Software featureBest fix

Send a booking link instead of trading emails

Outlook Bookings, Google Calendar appointment schedules or Calendly let people pick a time that already works.

Typically saves about 80% of the time15 min to set up
  1. 1Turn on the booking page built into your calendar (Outlook Bookings or Google appointment schedules), or use Calendly.
  2. 2Set your working hours and buffers.
  3. 3Paste the link in your signature and in replies that ask "when works?".

Tools: Microsoft Bookings · Google Calendar appointment schedules · Calendly

How to automate this task

Task 14 · typically 20 min, every day

Hunt for files, numbers or answers someone already has

Software featureBest fix

Ask your workspace AI instead of searching folders

Microsoft Copilot (formerly Microsoft Copilot), Gemini in Google Workspace, Glean, Notion AI and Slack AI can answer questions from your company's own files, chats and email.

Typically saves about 50% of the time10 min to set up
  1. 1Check whether your company already pays for Copilot, Gemini in Google Workspace, Glean, Notion AI or Slack AI.
  2. 2Ask it the question in plain words, e.g. "What did we quote Acme for the Q3 renewal?"
  3. 3Open the source it cites to confirm.
  4. 4If you have none of these, ask IT. It is often cheaper than the hours lost.

Tools: Microsoft Copilot · Gemini in Google Workspace · Glean · Notion AI · Slack AI

One more way to fix it
Process fix

Agree one home for each kind of file

Most searching comes from the same thing living in three places. Pick one place per type and link to it.

Typically saves about 35% of the time1 h to set up
  1. 1List the five things people search for most.
  2. 2Pick one home for each (one folder, one wiki page, one system).
  3. 3Pin the links in your team channel.
  4. 4Move or delete the copies.

Tools: SharePoint, Google Drive, Notion or Confluence

How to automate this task

Task 15 · typically 60 min, once a week

Build or update spreadsheet reports by hand

AIBest fix

Let AI build the formulas, pivots and summary

Copilot in Excel, Gemini in Sheets, or uploading the file to ChatGPT or Claude can build the pivot, the chart and the commentary in minutes.

Typically saves about 50% of the time10 min to set up
  1. 1Export or open the data.
  2. 2Ask Copilot in Excel or Gemini in Sheets, or upload the file to an approved AI assistant.
  3. 3Describe the report you want, including the breakdowns.
  4. 4Check the totals against the source before you share.
Prompt to copy
Here is [DESCRIBE THE DATA]. Build a summary that shows [THE NUMBERS YOUR MANAGER WANTS] by [BREAKDOWN], compared with [LAST PERIOD]. Give me the Excel formulas or pivot setup to reproduce it, and three sentences on what changed and why it matters.

Tools: Copilot in Excel · Gemini in Google Sheets · ChatGPT or Claude with file upload

One more way to fix it
Automation

Build the report once so it refreshes itself

Connect the spreadsheet or dashboard straight to the source so next week's report is already done.

Typically saves about 80% of the time4 h to set up
  1. 1List where each number comes from.
  2. 2Use Power Query (Excel), a connected sheet, or a Google Data Studio or Power BI dashboard pulling from the source.
  3. 3Schedule the refresh and send the link instead of an attachment.

Tools: Excel Power Query · Power BI · Google Data Studio (formerly Looker Studio) · Google Sheets connectors

How to automate this task

Task 16 · typically 45 min, every day

Sort through and reply to email

AIBest fix

Have AI draft replies to routine email

Paste the thread and a one-line instruction; edit the draft instead of writing from a blank page. Most routine replies take a minute instead of five.

Typically saves about 35% of the time5 min to set up
  1. 1Open the AI assistant your company allows (or the one built into Outlook or Gmail).
  2. 2Paste the email thread, or use the built-in "draft reply" button.
  3. 3Tell it the point you want to make in one line.
  4. 4Read the draft, fix anything wrong, and send.
Prompt to copy
Draft a reply to the email below. My point: [WHAT YOU WANT TO SAY IN ONE LINE]. Keep it under 120 words, friendly and direct, and match the tone of the sender. Do not invent facts or commitments.

Email:
[PASTE THE EMAIL]

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Gmail "Help me write" or Outlook Copilot

One more way to fix it
Process fix

Batch email twice a day and let rules file the noise

Rules move newsletters, notifications and CCs out of your inbox, and checking at set times stops email from cutting your day into pieces.

Typically saves about 25% of the time20 min to set up
  1. 1Create rules that move notifications, newsletters and emails where you are only CC'd into folders.
  2. 2Turn off desktop and phone notifications for email.
  3. 3Pick two or three set times a day to process the inbox to zero.
  4. 4Tell your team that anything urgent should come by phone or chat.

Tools: Outlook or Gmail rules

How to automate this task

Quick wins

Have you tried…

Have you let an AI notetaker write your meeting notes and action items?
Tools like Copilot in Teams, Zoom AI Companion or Otter join the call, write the summary and list who owes what. You just check it and send.
Have you had AI draft a reply to a tricky or routine email?
You paste the email and say the point you want to make; the AI writes a draft you edit. Outlook and Gmail now have this built in.
Do you send a booking link instead of emailing back and forth about times?
A booking link shows your free times so the other person picks one. Outlook and Google Calendar both have this built in.
Have you asked AI to build a spreadsheet formula, pivot or chart for you?
You describe the result you want in plain words, and Copilot in Excel or Gemini in Sheets builds it. ChatGPT or Claude can also analyze an uploaded file.
Have you asked an AI that can see your company files a question, instead of digging through folders?
Microsoft Copilot (formerly Microsoft Copilot), Gemini in Google Workspace, Glean and similar tools search your email, chats and files and answer with links to the source.
Have you had AI draft the board deck or quarterly review from your numbers and last quarter's deck?
You give AI the metrics, team notes and last deck; it drafts the narrative and slide text in the same structure. You check the numbers and make the judgment calls.
Have you connected an AI assistant to your email and calendar to list what you owe and what you are waiting on?
Copilot, Gemini, Claude or ChatGPT, when connected to your work accounts, can scan recent messages and give you a daily list of open loops and meeting prep. It reads; it does not send anything.
Does your project tool ask owners for status updates automatically, so you don't have to chase?
Asana, Jira, Linear and Monday can remind owners to post a status on a schedule and use AI to summarize them. You read one summary and only follow up on what is late.

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